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Lowe Wealth Advisors’s Hess Midstream HESM Stock Holding History

Lowe Wealth Advisors’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.59K Hold
75
– – ﹤0.01% 329
2025
Q2 		$2.89K Buy
+75
New +$2.86K ﹤0.01% 318

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lowe Wealth Advisors's HESM Position: Q3 2025 in Review

Lowe Wealth Advisors held its Hess Midstream (HESM) position steady in Q3 2025 at 75 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Lowe Wealth Advisors first reported a position in HESM in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.89K in Q2 2025. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

  • Lowe Wealth Advisors held 75 shares of Hess Midstream worth $2.59K as of Q3 2025.
  • Lowe Wealth Advisors left its Hess Midstream share count unchanged in Q3 2025.
  • Hess Midstream made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #329 holding.
  • Lowe Wealth Advisors first reported a position in Hess Midstream in Q2 2025 and has held it in 2 quarters since.
  • Lowe Wealth Advisors's Hess Midstream position peaked at $2.89K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.